SBX - Search With Button

SBX - Forum Post Title

Check a email sender is a member of the regarding account team member

Microsoft Dynamics CRM Forum

Prasanth M asked a question on 8 Apr 2019 6:34 AM

Question Status

Verified

I need to check the Email sender (from) user is a member of the regarding account team queue member before sending the email through workflow. Is there any possibility to do by using out of box functionality without using the plugin code or external plugins.

Reply
Sreevalli Balleda responded on 8 Apr 2019 6:44 AM
Verified Answer

Hi Prasanth,

we cannot have system workflows pre events on create,so it should be validated through plugin (Pre-Operations)

Reply
Verified Answer

Hi Prasanth,

You could create a real-time workflow that triggers on status change of email and check if the user is part of the owning team of the account and if not prevent it from sending

To check if a user is part of a team, you have to write your own Custom Workflow Activity or you can use this tool

Please see below for workflow steps you could create

Setting the values for the CWA to check if the user is in Account Owning Team

Setting the message to be displayed to the user

Reply
Sreevalli Balleda responded on 8 Apr 2019 6:44 AM
Verified Answer

Hi Prasanth,

we cannot have system workflows pre events on create,so it should be validated through plugin (Pre-Operations)

Reply
Verified Answer

Hi Prasanth,

You could create a real-time workflow that triggers on status change of email and check if the user is part of the owning team of the account and if not prevent it from sending

To check if a user is part of a team, you have to write your own Custom Workflow Activity or you can use this tool

Please see below for workflow steps you could create

Setting the values for the CWA to check if the user is in Account Owning Team

Setting the message to be displayed to the user

Reply

SBX - Two Col Forum

SBX - Migrated JS